Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Focused Wealth Management, Inc (CIK 1586052) reported $964.2M across 173 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYG ($147.1M, 15.26%), VTV ($136.7M, 14.18%), QQQ ($108.1M, 11.21%), VCIT ($48.0M, 4.98%), VYM ($31.5M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $147.1M | 15.26% | 1.5M | Added |
| 2 | VTV | VANGUARD INDEX FDS | $136.7M | 14.18% | 696,791 | Added |
| 3 | QQQ | INVESCO QQQ TR | $108.1M | 11.21% | 187,355 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $48.0M | 4.98% | 579,931 | Added |
| 5 | VYM | VANGUARD WHITEHALL FDS | $31.5M | 3.27% | 212,958 | Added |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $31.0M | 3.21% | 573,138 | Added |
| 7 | AAPL | APPLE INC | $29.3M | 3.04% | 115,563 | Trimmed |
| 8 | VIGI | VANGUARD WHITEHALL FDS | $20.6M | 2.13% | 232,500 | Added |
| 9 | SGOV | ISHARES TR | $18.8M | 1.95% | 186,532 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $15.2M | 1.58% | 58,073 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $15.1M | 1.57% | 86,834 | Added |
| 12 | XLF | SELECT SECTOR SPDR TR | $15.1M | 1.57% | 305,814 | Trimmed |
| 13 | BND | VANGUARD BD INDEX FDS | $14.6M | 1.51% | 198,340 | Added |
| 14 | JMBS | JANUS DETROIT STR TR | $14.0M | 1.45% | 309,085 | Added |
| 15 | GOOGL | ALPHABET INC | $14.0M | 1.45% | 48,537 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $13.8M | 1.43% | 71,800 | Added |
| 17 | BBN | BLACKROCK TAX MUNICPAL BD TR | $13.1M | 1.36% | 812,411 | Added |
| 18 | MGK | VANGUARD WORLD FD | $12.6M | 1.30% | 34,191 | Trimmed |
| 19 | IGV | ISHARES TR | $12.2M | 1.26% | 152,311 | New |
| 20 | AMZN | AMAZON COM INC | $11.7M | 1.21% | 56,071 | Added |
| 21 | EMXC | ISHARES INC | $10.6M | 1.10% | 135,267 | New |
| 22 | VGT | VANGUARD WORLD FD | $10.4M | 1.08% | 14,973 | Trimmed |
| 23 | TSLA | TESLA INC | $10.0M | 1.04% | 27,028 | Added |
| 24 | MSFT | MICROSOFT CORP | $7.7M | 0.80% | 20,825 | Added |
| 25 | META | META PLATFORMS INC | $7.2M | 0.74% | 12,521 | Added |
Source: SEC Form 13F filings · as of 2026-03-31